Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 895 $109K <0.01% +401 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 880 $107K 0.06% +250 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 863 $105K 0.01% +7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 848 $105K 0.01% +838 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 815 $99.1K <0.01% +652 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 805 $97.8K <0.01% -1,436 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 797 $96.9K 0.01% -731 13F-HR Timeline Dundas Partners LLP More: the full row for Dundas Partners LLP 796 $96.7K 0.01% -2,023 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 704 $85.6K 0.01% -6,111 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 675 $82K <0.01% +506 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 644 $78K <0.01% -4,222 13F-HR/A Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 638 $77.5K <0.01% -2,650 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 574 $69.8K 0.04% -23 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 552 $66.7K <0.01% -67 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 533 $64.8K <0.01% -638 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 512 $62.2K <0.01% +26 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 508 $61.7K 0.01% -80 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 504 $60.9K <0.01% -60 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 500 $60.8K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 500 $60.8K <0.01% -164 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 481 $58.5K 0.02% +149 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 475 $58K 0.04% -188 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 434 $52.7K <0.01% +99 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 424 $51.6K <0.01% +103 13F-HR/A Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 400 $48.6K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 350 $42.5K <0.01% -28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 329 $40K <0.01% +137 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 317 $38.5K 0.01% +1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 300 $36.5K 0.02% +226 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 300 $36.5K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 295 $35.9K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 290 $35.2K <0.01% -16,773 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 269 $32.7K 0.02% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 269 $32.7K -960 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 260 $31.6K <0.01% -549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 256 $30.6K 0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 249 $30.3K <0.01% +210 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 211 $25.6K <0.01% +63 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 205 $24.8K <0.01% -518 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 203 $24.7K <0.01% -1,509 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 187 $22.7K <0.01% +4 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 187 $22.7K 0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 225 $22K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 178 $21.6K <0.01% -11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 161 $19.6K <0.01% -1,278 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 153 $18.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 153 $18.6K <0.01% -1,417 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 152 $18.5K <0.01% +119 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $18.2K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 150 $18.2K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 142 $17.3K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 125 $16.5K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 130 $15.8K 0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 130 $15.8K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 127 $15.4K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 120 $15K <0.01% +1 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 116 $14.1K 0.01% +103 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 111 $13.5K 0.01% -59 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 109 $13.2K <0.01% -23,051 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $12K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 92 $11.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 90 $10.9K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 77 $9.36K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 76 $9.24K <0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 72 $8.75K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 69 $8.34K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65 $7.9K <0.01% +2 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 61 $7.41K <0.01% +24 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59 $7.17K <0.01% -101 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 56 $6.81K <0.01% -691 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 55 $6.68K <0.01% -234 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 54 $6.56K <0.01% +42 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 54 $6.56K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $6.44K <0.01% -7 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $6.44K <0.01% +41 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 52 $6.32K <0.01% +51 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 52 $6.32K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 51 $6.2K <0.01% +32 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 51 $6.2K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 50 $6.08K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 46 $6K <0.01% +10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $5.96K <0.01% -108 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 49 $5.96K <0.01% -617 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 48 $5.83K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 47 $5.71K <0.01% +32 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 43 $5.23K <0.01% -21 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42 $5.11K <0.01% -102,290 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 40 $4.86K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 39 $4.74K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $4.62K <0.01% +35 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $4.5K <0.01% +34 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 36 $4.39K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 36 $4.38K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 35 $4.25K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $3.89K <0.01% +22 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 32 $3.89K <0.01% +24 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 30 $3.65K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 29 $3.57K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29 $3.52K <0.01% +29 13F-HR Timeline BAYBAN More: the full row for BAYBAN 29 $3.52K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28 $3.4K <0.01% +19 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 27 $3.28K <0.01% -792 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 27 $3.28K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 26 $3.16K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 26 $3.16K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 25 $3.04K <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $3.04K <0.01% +10 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 25 $3.02K <0.01% +5 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 25 $3K <0.01% +24 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 23 $2.79K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 21 $2.56K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 21 $2.55K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $2.55K <0.01% -2,163 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $2.43K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $2.31K <0.01% new 13F-HR/A Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 19 $2.31K -6,495 Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 18 $2.22K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 18 $2.21K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $2.19K <0.01% -3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $2K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 16 $1.95K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $1.95K <0.01% -26 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $1.94K <0.01% +11 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $1.82K <0.01% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $1.82K <0.01% -16 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 15 $1.82K <0.01% -378 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $1.58K <0.01% +6 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 12 $1.46K <0.01% -2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12 $1.46K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $1.46K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $1.45K <0.01% -17 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11 $1.34K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 11 $1.34K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11 $1.34K <0.01% -15 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 11 $1.34K <0.01% +7 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $1.22K <0.01% new 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 10 $1.22K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10 $1.22K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $1.22K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 10 $1.22K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.21K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $1.09K <0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9 $1.09K <0.01% +7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $1.09K <0.01% -8 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 9 $1.09K <0.01% -273 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $1K <0.01% +4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $973 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $973 <0.01% +1 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8 $972 <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7 $851 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7 $851 <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $851 <0.01% +6 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 7 $851 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6 $729 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6 $729 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 6 $729 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $608 <0.01% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $608 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $487 <0.01% -1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $487 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $486 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4 $486 <0.01% -626 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $486 <0.01% +1 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4 $486 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3 $365 <0.01% -158 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $365 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $365 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $365 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $365 <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3 $365 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $364 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $268 <0.01% -1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2 $246 <0.01% -18 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2 $243 <0.01% -4,370 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2 $243 <0.01% -1,929 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2 $243 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $243 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $243 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 2 $243 <0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1 $122 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $122 <0.01% -13 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $122 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $122 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $122 <0.01% -2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 0 $17 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2 $0 0% -176 13F-HR Timeline Value filed as zero, left out of ratios.